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TCI Wealth Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

TCI Wealth Advisors’s Portfolio MJ Stock Details MJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-109
Closed -$4.6K – 1403
2023
Q1 		$4.6K Hold
109
– – ﹤0.01% 1587
2022
Q4 		$5.57K Sell
109
-23
-17% -$1.42K ﹤0.01% 1448
2022
Q3 		$7K Hold
132
– – ﹤0.01% 1267
2022
Q2 		$9K Hold
132
– – ﹤0.01% 1088
2022
Q1 		$16K Hold
132
– – ﹤0.01% 801
2021
Q4 		$18K Hold
132
– – ﹤0.01% 762
2021
Q3 		$23K Buy
132
+83
+169% +$16.9K ﹤0.01% 630
2021
Q2 		$12K Hold
49
– – ﹤0.01% 857
2021
Q1 		$13K Sell
49
-85
-63% -$22.4K 0.01% 715
2020
Q4 		$23K Hold
134
– – 0.01% 472
2020
Q3 		$17K Hold
134
– – 0.01% 480
2020
Q2 		$21K Sell
134
-91
-40% -$13.8K 0.01% 433
2020
Q1 		$31K Buy
225
+126
+127% +$22.4K 0.02% 389
2019
Q4 		$20K Sell
99
-166
-63% -$36.6K 0.01% 552
2019
Q3 		$66K Buy
265
+123
+87% +$39.7K 0.03% 279
2019
Q2 		$54K Buy
142
+8
+6% +$3.23K 0.02% 297
2019
Q1 		$58K Buy
134
+49
+58% +$20.2K 0.03% 311
2018
Q4 		$26K Buy
85
+83
+4,150% +$31.6K 0.01% 433
2018
Q3 		$1K Sell
2
-8
-80% -$3.01K ﹤0.01% 1267
2018
Q2 		$4K Hold
10
– – ﹤0.01% 858
2018
Q1 		$4K Buy
10
+2
+25% +$806 ﹤0.01% 789
2017
Q4 		$3K Buy
+8
New +$2.89K ﹤0.01% 918

Other funds holding MJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCI Wealth Advisors's MJ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q2 2023, closing a stake of 109 shares — an estimated $4.6K sold.

TCI Wealth Advisors first reported a position in MJ in Q4 2017 and held it in 22 quarters. The position peaked at $66K in Q3 2019. 217 funds tracked by Wall St. Rank hold MJ as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 109 Amplify Alternative Harvest ETF shares in Q2 2023, an estimated $4.6K.
  • TCI Wealth Advisors first reported a position in Amplify Alternative Harvest ETF in Q4 2017 and held it in 22 quarters.
  • TCI Wealth Advisors's Amplify Alternative Harvest ETF position peaked at $66K in Q3 2019.
  • 217 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.